MHIM

MacNealy Hoover Investment Management Portfolio holdings

AUM $124M
1-Year Est. Return 4.69%
This Quarter Est. Return
1 Year Est. Return
+4.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$124M
AUM Growth
+$894K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$453K
2
+$63.7K
3
+$53.9K
4
JOY
Joy Global Inc
JOY
+$31.7K
5
ABT icon
Abbott
ABT
+$27.5K

Top Sells

1
+$2.22M
2
+$460K
3
+$404K
4
AAPL icon
Apple
AAPL
+$337K
5
XOM icon
Exxon Mobil
XOM
+$251K

Sector Composition

1 Financials 22.22%
2 Industrials 14.04%
3 Consumer Staples 12.23%
4 Technology 11.84%
5 Healthcare 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.53M 6.07%
855,683
+7,242
2
$5.38M 4.34%
57,420
-2,674
3
$5.09M 4.11%
41,996
-650
4
$4.82M 3.89%
114,775
5
$4.48M 3.61%
52,929
-395
6
$4.12M 3.32%
1,900
7
$4.06M 3.28%
26,928
-20
8
$4.01M 3.24%
38,298
-1,698
9
$3.69M 2.98%
32,512
-348
10
$3.54M 2.86%
148,340
-14,100
11
$2.54M 2.05%
283,960
12
$2.5M 2.02%
17,287
13
$2.46M 1.99%
38,010
-1,025
14
$2.43M 1.96%
47,425
15
$2.05M 1.65%
19,335
-50
16
$1.94M 1.56%
42,773
-447
17
$1.92M 1.55%
13,212
+63
18
$1.91M 1.54%
36,578
+4
19
$1.89M 1.52%
12,917
-179
20
$1.71M 1.38%
178,162
+47,100
21
$1.7M 1.37%
27,524
22
$1.7M 1.37%
18,550
-100
23
$1.66M 1.33%
66,655
+425
24
$1.64M 1.32%
7,358
-100
25
$1.63M 1.31%
16,609
-400
1
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